Filed August 12, 1998 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC ADVISORS, INC, Service code 27 · EIN 04-2654524 | Advisory (Plan) | $220,315 |
COOK STREET CONSULTING6 years Service code 27 · EIN 84-0854432 | Advisory (Plan) | $50,732 |
WINDHAM BRANNON3 years Filed as: WINDHAM BRANNON, LLC Service code 10 · EIN 58-1763439 | Accounting | $19,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $72 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,707 | $107,459+54.2% | $135,903+21.9% | $80,160+106.7% |
| Participation rate | 95.7% | 78.0%+17.6pp | 81.9%+13.8pp | 72.9%+22.8pp |
| Annual return | 22.99% | 91.91%-68.9pp | 68.23%-45.2pp | 40.38%-17.4pp |
| Employer contribution / active EE | $4,613 | $3,877+19.0% | $4,856-5.0% | $2,978+54.9% |
| Participant deferral / active EE | $11,186 | $8,195+36.5% | $7,758+44.2% | $5,017+123.0% |
| Admin fee / account holder | $64 | $127-49.9% | $10,762-99.4% | $145-56.1% |